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Stratos Investment Management’s Xcel Energy XEL Stock Holding History

Stratos Investment Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
13,264
+14
+0.1% +$1.12K 0.04% 179
2026
Q1 		$1.05M Buy
13,250
+827
+7% +$64.9K 0.04% 169
2025
Q4 		$918K Buy
12,423
+678
+6% +$53.5K 0.04% 178
2025
Q3 		$947K Buy
11,745
+376
+3% +$27.2K 0.04% 175
2025
Q2 		$774K Buy
11,369
+543
+5% +$37.7K 0.04% 204
2025
Q1 		$766K Buy
10,826
+3,466
+47% +$236K 0.04% 177
2024
Q4 		$497K Sell
7,360
-942
-11% -$63.2K 0.03% 177
2024
Q3 		$542K Buy
8,302
+1,042
+14% +$61.8K 0.04% 151
2024
Q2 		$388K Buy
7,260
+882
+14% +$48K 0.03% 160
2024
Q1 		$343K Buy
6,378
+256
+4% +$14.6K 0.03% 155
2023
Q4 		$379K Sell
6,122
-345
-5% -$20.7K 0.04% 136
2023
Q3 		$370K Buy
6,467
+612
+10% +$36.8K 0.06% 125
2023
Q2 		$364K Buy
5,855
+1,016
+21% +$67.8K 0.06% 129
2023
Q1 		$326K Buy
+4,839
New +$327K 0.05% 133

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stratos Investment Management's XEL Position: Q2 2026 in Review

Stratos Investment Management increased its Xcel Energy (XEL) stake by 0.11% in Q2 2026, buying an estimated $1.12K and bringing the position to 13,264 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #179.

Stratos Investment Management first reported a position in XEL in Q1 2023 and has held it in 14 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Stratos Investment Management held 13,264 shares of Xcel Energy worth $1.07M as of Q2 2026.
  • Stratos Investment Management bought 14 Xcel Energy shares in Q2 2026, an estimated $1.12K.
  • Xcel Energy made up 0.04% of Stratos Investment Management's portfolio in Q2 2026, its #179 holding.
  • Stratos Investment Management first reported a position in Xcel Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.